Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
T3 Conferences Postponed Until 2022 Due to Delta Variant
By Jeff BermanAn increasing number of participants have expressed concerns in recent days, Joel Bruckenstein, T3 president, tells ThinkAdvisor.
August 19, 2021
American Express Teams With Startup on Financial Planning Tool: Tech RoundupAlso, RIA Altium Wealth Management has introduced Altelligence, a new investment platform.
August 19, 2021
Orion Makes Planning Tool Available for Free to Advisors Working Pro BonoThe move is intended to "encourage advisors to volunteer their expertise in a time of extraordinary need," the firm says.
August 17, 2021
RIAs Took $36M in Excess PPP Loans: StudyIn another study on PPP loan fraud, 45% of loans by fintech lenders were deemed questionable.
August 16, 2021
FINRA Seeks Feedback on BDs' Cloud Computing PracticesFINRA seeking comments on new report, including areas where guidance or modifications to FINRA rules may be desired to support cloud adoption.
August 12, 2021
iCapital Expands Pact With Bridgewater: Tech RoundupAlso, Broadridge onboards UBS onto its distributed ledger repo platform.
August 11, 2021
Fidelity's Assets Top $11T as New Retail Accounts Jump 39%: Q2 EarningsThe firm's latest results included a 26% year-over-year jump in assets under management to $4.2 trillion.
August 11, 2021
Gensler to Sen. Warren: SEC Needs More Authority to Regulate CryptoRegulators "would benefit from additional plenary authority to write rules for and attach guardrails to crypto trading and lending," Gensler says.